What We Do

Imagine you are a doctor.

You know what to do and how to deal with your patients day in and day out. You intimately understand the procedures, medications, and treatments that allow them to move forward into their future. You are trained to heal the sick and you rely on your training to make life or death decisions.

But you are also a business-

and there will be “life and death” decisions made there as well – but you have far less training to deal with those. My Professional CFO offers you peace of mind when it comes to business formation, accounting, and wealth management. We also offer an individualized service that few others can match.

What is the right business model for me?

Where do I turn for help with financial planning services and year-end accounting tasks?

How do I put together an investment strategy that is right for my retirement years?

Left unanswered, these questions will keep you awake at night.

We provide common sense answers tailored to your personal situation and give you the peace of mind you seek so that you can sleep soundly each night.

My Professional CFO provides you with the expertise you need now to:

stay compliant,

deal with a variety of accounting issues, &

build your nest egg,

so retirement seems like a paradise, not a looming storm cloud. Physician financial planning can be tough in any economic climate, but today, there’s good reason to be concerned about your success. My Professional CFO offers you the comprehensive services necessary to create a solid foundation.

Service Overview

Business Formation

Accounting + Payroll Services

Investment Management

From the time you initially contact us, you can expect one-on-one assistance, and not a pack of paperwork those do-it-yourself sites offer. Together, we’ll form a team to help you find the success you’re looking for. When you combine our business formation services with our small business accounting offerings and our wealth management expertise, you get business expertise that can help you thrive, even in today’s difficult tax climate.
Choosing My Professional CFO means professional help for every aspect of your company. Contact us today to learn more or Start Now.

Keeping track of all the financial details of a business is far more complicated that many realize – especially when it lies outside your realm of expertise. In today’s economy, sound financial advice is critical to help avoid the “potholes” that could devastate your finances down the road.
My Professional CFO knows the financial challenges you face every day. We have been working with professionals just like you for over 10 years.
In our world, good accounting services don’t mean complicated computer models or stuffy office visits. Our services change as your needs dictate. From simple record keeping systems to detailed tax planning and filing services, My Professional CFO stands beside you saving you time, money, and headaches.
Call or email us for a free initial consultation on a customized package of services which fit your personal and business needs.

It is really not an ‘either or’ proposition.
With My Professional CFO you’ll find physician financial planning services which help you accomplish both preservation and growth of your assets. By developing a plan you can rely on for real benefits, My Professional CFO will help you create the kind of portfolio that will take you well into the future.
There are lots of financial advisors who make promises that involve long term dedication to meet your needs but very few take the time to actually examine your individual needs and goals. My Professional CFO offers much more.
By seeking opportunity beyond the constraints of Wall Street, we develop a personal program encompassing asset protection to retirement and we’ll continually research investments that meet your ongoing needs.
Our investment management strategies help you stay connected to your investments. We’ll help you plan for the future, then make certain the results are consistent enough to keep you on track. Call or click here to learn more.

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